AAM

Overview

AAM operates as a private wealth manager and capital allocator that favors fixed-income solutions while offering full-service portfolio management to both high-net-worth individuals and institutional clients. The firm runs primarily discretionary mandates and selects third‑party managers where appropriate, indicating a hybrid model that blends in‑house management with outsourced expertise. Equity exposure is delivered largely through exchange‑traded funds, while the firm’s single largest sleeve is investment grade corporate bonds, reflecting a conservative bias within client portfolios. Fee arrangements include a mix of percentage‑of‑AUM charges, fixed fees, and performance‑based fees, which supports flexibility across customized mandates and institutional relationships. AAM’s activities extend beyond portfolio management to include the selection of other advisers, and it maintains affiliations across the financial services ecosystem — broker‑dealer channels, banking institutions and insurance entities — which likely broadens its distribution and custody options. The firm is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices